Step 1: Create a Squad
Create New Squad
Click the New Squad button in the top-right corner of the page, then select Hierarchical or Horizontal mode based on your needs.
Set the Name
In the Name field, enter a clear identifier — for example, “Technical Support” or “Inbound Sales”.
Add a description (optional)
The Description field is optional, but recommended for larger teams. Use it to document the Squad’s purpose and the types of conversations it should handle.
Click Create Squad
Confirm creation. The Squad is saved in an inactive state — you still need to add Agents before linking it to a channel.
Step 2: Add Agents to the Squad
Once the Squad is created, you can add Agents in two ways:- Link an existing Agent
Use the link icon to attach an Agent to the Squad. - Create a new Agent
Use the + button to create a new Agent that is automatically linked to the Squad.
Promoting an Agent to Manager / Principal
You can change leadership at any time.- In the Squad’s Agents list, open the Agent’s options menu
- Select Promote to Manager (or Principal)
- The previous Manager/Principal is replaced automatically
- Reorganizing responsibilities
- Testing different orchestration strategies
- Iterating on Squad behavior without recreating it
Copying the Squad ID
Each Squad has a unique identifier.- Open the Squad’s options menu
- Click Copy ID
- Advanced inspection and debugging
- API-based interactions
- Referencing Squads in external systems or logs
Managing Squads Over Time
Best practices for ongoing management:- Keep Squad descriptions updated to reflect their real purpose
- Avoid adding Agents without a clear role
- Regularly review who acts as Manager/Principal
- Prefer small Squads with clear responsibilities